Civic Intelligence

Michigan Laborer'S Vacation Fund

990 • Fiscal year 2015 • EIN 38-2106864

Sep 01, 2014 to Aug 31, 2015 • Filed on Feb 26, 2016

Organization ProfileWWW.MICHIGANLABORERS.ORG

View Organization Page

6525 Centurion DriveLansing, MI 48917

(517) 321-7502

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

94th percentile

0.93x

Higher debt load relative to assets than 94% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

93rd percentile

0.58x

Higher debt load relative to revenue than 93% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2015

Net Margin

39th percentile

0.3%

Higher net margin than 39% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

70th percentile

$189,384

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2015

Asset Growth

88th percentile

18%

Faster asset growth than 88% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

46th percentile

3.3%

Faster revenue growth than 46% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$12,978,215

Up $1,954,730 (+18%) from 2014

Net Assets

Up

$907,383

Up $39,059 (+4.5%) from 2014

Liabilities

Up

$12,070,832

Up $1,915,671 (+19%) from 2014

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin39th percentile

Revenue

Up

$20,731,946

Up $664,266 (+3.3%) from 2014

Expenses

Up

$20,674,655

Up $587,235 (+2.9%) from 2014

Net Income

Up

$57,291

Up $77,031 (+390%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2011: $9,070,209Liabilities 2011: $7,959,959Net Assets 2011: $1,110,2502011Assets 2012: $8,776,469Liabilities 2012: $7,703,797Net Assets 2012: $1,072,6722012Assets 2013: $9,296,365Liabilities 2013: $8,421,022Net Assets 2013: $875,3432013Assets 2014: $11,023,485Liabilities 2014: $10,155,161Net Assets 2014: $868,3242014Assets 2015: $12,978,215Liabilities 2015: $12,070,832Net Assets 2015: $907,3832015Assets 2016: $12,712,830Liabilities 2016: $11,642,068Net Assets 2016: $1,070,7622016Assets 2017: $19,280,265Liabilities 2017: $17,997,242Net Assets 2017: $1,283,0232017Assets 2018: $21,829,068Liabilities 2018: $20,181,372Net Assets 2018: $1,647,6962018Assets 2019: $24,164,342Liabilities 2019: $21,681,387Net Assets 2019: $2,482,9552019Assets 2020: $23,514,255Liabilities 2020: $20,552,568Net Assets 2020: $2,961,6872020Assets 2021: $27,310,767Liabilities 2021: $24,060,232Net Assets 2021: $3,250,5352021Assets 2023: $32,184,959Liabilities 2023: $29,372,393Net Assets 2023: $2,812,5662023Assets 2024: $34,992,300Liabilities 2024: $32,686,859Net Assets 2024: $2,305,4412024

Highlighted filing

2015

Assets$12,978,215
Liabilities$12,070,832
Net Assets$907,383
Open 2015 Filing

Operations Trend

Revenue Growth46th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80M$60M$40M$20M$0-$20MExpenses 2011: $14,995,3832011Expenses 2012: $16,257,4822012Revenue 2013: $17,404,448Expenses 2013: $17,554,165Net Income 2013: -$149,7172013Revenue 2014: $20,067,680Expenses 2014: $20,087,420Net Income 2014: -$19,7402014Revenue 2015: $20,731,946Expenses 2015: $20,674,655Net Income 2015: $57,2912015Revenue 2016: $23,396,442Expenses 2016: $23,262,147Net Income 2016: $134,2952016Revenue 2017: $36,187,028Expenses 2017: $36,132,733Net Income 2017: $54,2952017Revenue 2018: $42,263,162Expenses 2018: $41,857,539Net Income 2018: $405,6232018Revenue 2019: $44,144,680Expenses 2019: $43,456,258Net Income 2019: $688,4222019Revenue 2020: $45,901,372Expenses 2020: $45,379,248Net Income 2020: $522,1242020Revenue 2021: $50,300,432Expenses 2021: $50,126,522Net Income 2021: $173,9102021Revenue 2023: $63,998,668Expenses 2023: $64,109,379Net Income 2023: -$110,7112023Revenue 2024: $67,461,060Expenses 2024: $68,180,446Net Income 2024: -$719,3862024

Highlighted filing

2015

Revenue$20,731,946
Expenses$20,674,655
Net Income$57,291
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Feb 26, 2016
Return Version
2014v6.0
Gross Receipts
$79,800,152
Mission and Program Overview

Mission

Payment of vacation benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,338,432$8,819,503▲ $1,481,071
Accounts Receivable$2,718,531$2,684,562▼ $33,969
Savings and Temporary Cash Investments$962,655$1,386,614▲ $423,959
Rtn Earn Endowment Incm Other Fnds$868,324$907,383▲ $39,059
Cash and Non-Interest-Bearing Accounts-$83,743-
Total Assets$11,023,485$12,978,215▲ $1,954,730
Other Assets Total$3,867$3,793▼ $74
Liabilities
Other Liabilities$6,075,554$6,077,022▲ $1,468
Accounts Payable and Accrued Expenses$4,079,607$5,993,810▲ $1,914,203
Total Liabilities$10,155,161$12,070,832▲ $1,915,671
Net Assets / Fund Balance
Total Net Assets Fund Balance$868,324$907,383▲ $39,059
Total Liabilities and Net Assets / Fund Balance$11,023,485$12,978,215▲ $1,954,730
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleOtherTotal
William BassTrustee$142,870$142,870
Michael AaronTrustee$135,256$135,256
Arlandar WashingtonTrustee$127,259$127,259
Robert MalcolmTrustee$111,731$111,731
Dan HustedTrustee$103,700$103,700
Brent PilarskiTrustee$42,373$42,373

Board Members and Trustees

NameTitle
Bart CarriganChairman
Dave CoatesTrustee
Gene AlessandriniTrustee
Glenn BukoskiTrustee
Kevin CunninghamTrustee
Marie StechTrustee
Mike KettlewellTrustee
Mike NystromTrustee
Robert CoppersmithTrustee
Alex ZurekSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Tic International CorporationAdministrative6525 CENTURION DRIVE, Lansing, MI 48917$164,466
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$20,433,070
Investment Income
$81,802
Other Revenue
$217,074
Change in Net Assets
$57,291

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,721,675
Revenue Not Reported on Financial Statements
$10,271
Revenue Not Reported on Form 990
$-18,232
Total Revenue per Audited Statements
$20,703,443
Total Revenue per Form 990
$20,731,946
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$242,490
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$20,432,165--$20,432,165
Fees for Services Management-$164,466-$164,466
Fees for Services Accounting-$27,758-$27,758
Office Expenses-$22,181-$22,181
Fees for Service Investment Mgmnt Fees-$10,271-$10,271
Fees for Services Other-$7,842-$7,842
Fees for Services Legal-$5,861-$5,861
Insurance-$2,311-$2,311
Information Technology-$1,800-$1,800
Total Functional Expenses$20,432,165$242,490$0$20,674,655

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$20,674,655
Expenses per Audited Statements$20,664,384
Total Expenses per Audited Statements$20,664,384
Expenses Not Reported on Financial Statements$10,271
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefits Payable$6,077,022
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI

“Line 2 - family relationship or business relationship - the relationship between the trustees of the fund is a 'business relationship'. The fund is established and maintained pursuant to the employee retirement income security act of 1974, as amended. The fund, as a taft-hartley funds, is administered by a board of trustees which is composed of an equal number of union and employer representatives. Because of this organizeational requirement, there is a business relationship between the trustees. Line 12 - annually each trustees must answer the fiduciary liability insurance renewal questionaire, which contains questions regarding potential and actual conflicts of interest. Line 15 - the fund did not have a ceo, executive director, or top management official, or other officers or key employees, as those terms are defined.”

Form 990, Page 6, Part VI, Line 11B

“The form 990 is presented and approved at the board of trustees' meeting, subject to review and approval by the fund's attorney.”

Form 990, Page 6, Part VI, Line 19

“The fund is established and maintained pursuant to the employee retirement security act of 1974, as amended. It operates in compliance with the reporting and disclosure requirements of subtitle b, part 1 of erisa with respect to disclosure of its governing documents and financial information. It operates in compliance with the fiduciary responsibility requirements of subtitle b, part 4 of erisa. The fund does not have a conflicts of interest policy.”

Filing and Contact Details

Filer

Filer Name
MICHIGAN LABORER'S VACATION FUND
EIN
38-2106864
Phone
5173217502
Address
6525 CENTURION DRIVE, LANSING, MI 48917

Signing Officer

Name
Michael Nystromgene Alessandrini
Title
Secretary / Chairman
Phone
5173217502
Signed
2016-02-26

Organization Details

Formed
1965
Legal Domicile
Mi
Voting Board Members
16
Independent Board Members
16
Employees
0

Preparer

Firm
Benda Grace Stulz & Company Pc
Address
38800 VAN DYKE AVE STE 100, STERLING HEIGHTS, MI 48312
Preparer
Bryan Stulz
Phone
5868836240
Raw XML AppendixShowing 400 of 1,961 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt04079607
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt05993810
IRS990/AccountsReceivableGrp/BOYAmt02718531
IRS990/AccountsReceivableGrp/EOYAmt02684562
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PAYMENT OF VACATION BENEFITS
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt020432165
IRS990/BenefitsToMembersGrp/TotalAmt020432165
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TIC INTERNATIONAL CORP
IRS990/BooksInCareOfDetail/PhoneNum05173217502
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06525 CENTURION DR
IRS990/BooksInCareOfDetail/USAddress/CityNm0LANSING
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd048917
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt083743
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0164466
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt06525 CENTURION DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0LANSING
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd048917
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0TIC INTERNATIONAL CORPORATION
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATIVE
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt020432165
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt081802
IRS990/CYOtherExpensesAmt0242490
IRS990/CYOtherRevenueAmt0217074
IRS990/CYProgramServiceRevenueAmt020433070
IRS990/CYRevenuesLessExpensesAmt057291
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt020674655
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt020731946
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PAYMENT OF VACATION BENEFITS
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/ExpenseAmt020432165
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt027758
IRS990/FeesForServicesAccountingGrp/TotalAmt027758
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt05861
IRS990/FeesForServicesLegalGrp/TotalAmt05861
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0164466
IRS990/FeesForServicesManagementGrp/TotalAmt0164466
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt07842
IRS990/FeesForServicesOtherGrp/TotalAmt07842
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt010271
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt010271
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt030403
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130403
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt430974
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt522768
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt631674
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt717973
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0ALEX ZUREK
IRS990/Form990PartVIISectionAGrp/PersonNm1GENE ALESSANDRINI
IRS990/Form990PartVIISectionAGrp/PersonNm2WILLIAM BASS
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL AARON
IRS990/Form990PartVIISectionAGrp/PersonNm4ARLANDAR WASHINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm5ROBERT MALCOLM
IRS990/Form990PartVIISectionAGrp/PersonNm6DAN HUSTED
IRS990/Form990PartVIISectionAGrp/PersonNm7BRENT PILARSKI
IRS990/Form990PartVIISectionAGrp/PersonNm8BART CARRIGAN
IRS990/Form990PartVIISectionAGrp/PersonNm9ROBERT COPPERSMITH
IRS990/Form990PartVIISectionAGrp/PersonNm10MIKE NYSTROM
IRS990/Form990PartVIISectionAGrp/PersonNm11GLENN BUKOSKI
IRS990/Form990PartVIISectionAGrp/PersonNm12MARIE STECH
IRS990/Form990PartVIISectionAGrp/PersonNm13MIKE KETTLEWELL
IRS990/Form990PartVIISectionAGrp/PersonNm14DAVE COATES
IRS990/Form990PartVIISectionAGrp/PersonNm15KEVIN CUNNINGHAM
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0158981
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1158980
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2142870
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3135256
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt496285
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt588963
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt672026
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt724400
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt012667
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt059080873
IRS990/GrossReceiptsAmt079800152
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt016
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01800
IRS990/InformationTechnologyGrp/TotalAmt01800
IRS990/InsuranceGrp/ManagementAndGeneralAmt02311
IRS990/InsuranceGrp/TotalAmt02311
IRS990/InvestmentIncomeGrp/ExclusionAmt069135
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt069135
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07338432
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08819503
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt059068206
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PAYMENT OF VACATION BENEFITS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0868324
IRS990/NetAssetsOrFundBalancesEOYAmt0907383
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt012667
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt012667
IRS990/NetUnrlzdGainsLossesInvstAmt0-18232
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt022181
IRS990/OfficeExpensesGrp/TotalAmt022181
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03867
IRS990/OtherAssetsTotalGrp/EOYAmt03793
IRS990/OtherLiabilitiesGrp/BOYAmt06075554
IRS990/OtherLiabilitiesGrp/EOYAmt06077022
IRS990/OtherRevenueMiscGrp/Desc0UNCLAIMED BENEFIT DISTRIBUTIO
IRS990/OtherRevenueMiscGrp/Desc1LIQUIDATED DAMAGES
IRS990/OtherRevenueMiscGrp/Desc2MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0212614
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt14355
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2105
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0212614
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt14355
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2105
IRS990/OtherRevenueTotalAmt0217074
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt020433070
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt020433070
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt019844155
IRS990/PYInvestmentIncomeAmt060760
IRS990/PYOtherExpensesAmt0243265
IRS990/PYOtherRevenueAmt0162713
IRS990/PYProgramServiceRevenueAmt019844207
IRS990/PYRevenuesLessExpensesAmt0-19740
IRS990/PYTotalExpensesAmt020087420
IRS990/PYTotalRevenueAmt020067680
IRS990/ReconcilationRevenueExpnssAmt057291
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0868324
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0907383
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0962655
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01386614
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt010271
IRS990ScheduleD/ExpensesSubtotalAmt020664384
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt010271
IRS990ScheduleD/InvestmentExpensesNotIncldAmt010271
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-18232
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06077022
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFITS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt0-18232
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt010271
IRS990ScheduleD/RevenueSubtotalAmt020721675
IRS990ScheduleD/TotalExpensesPerForm990Amt020674655
IRS990ScheduleD/TotalLiabilityAmt06077022
IRS990ScheduleD/TotalRevenuePerForm990Amt020731946
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt020703443
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt020664384
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0158981
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1158980
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt030403
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt130403
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ALEX ZUREK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1GENE ALESSANDRINI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0189384
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1189383
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 2 - FAMILY RELATIONSHIP OR BUSINESS RELATIONSHIP - THE RELATIONSHIP BETWEEN THE TRUSTEES OF THE FUND IS A 'BUSINESS RELATIONSHIP'. THE FUND IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED. THE FUND, AS A TAFT-HARTLEY FUNDS, IS ADMINISTERED BY A BOARD OF TRUSTEES WHICH IS COMPOSED OF AN EQUAL NUMBER OF UNION AND EMPLOYER REPRESENTATIVES. BECAUSE OF THIS ORGANIZEATIONAL REQUIREMENT, THERE IS A BUSINESS RELATIONSHIP BETWEEN THE TRUSTEES. LINE 12 - ANNUALLY EACH TRUSTEES MUST ANSWER THE FIDUCIARY LIABILITY INSURANCE RENEWAL QUESTIONAIRE, WHICH CONTAINS QUESTIONS REGARDING POTENTIAL AND ACTUAL CONFLICTS OF INTEREST. LINE 15 - THE FUND DID NOT HAVE A CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT OFFICIAL, OR OTHER OFFICERS OR KEY EMPLOYEES, AS THOSE TERMS ARE DEFINED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PRESENTED AND APPROVED AT THE BOARD OF TRUSTEES' MEETING, SUBJECT TO REVIEW AND APPROVAL BY THE FUND'S ATTORNEY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FUND IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT SECURITY ACT OF 1974, AS AMENDED. IT OPERATES IN COMPLIANCE WITH THE REPORTING AND DISCLOSURE REQUIREMENTS OF SUBTITLE B, PART 1 OF ERISA WITH RESPECT TO DISCLOSURE OF ITS GOVERNING DOCUMENTS AND FINANCIAL INFORMATION. IT OPERATES IN COMPLIANCE WITH THE FIDUCIARY RESPONSIBILITY REQUIREMENTS OF SUBTITLE B, PART 4 OF ERISA. THE FUND DOES NOT HAVE A CONFLICTS OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd4false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd5false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd6false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd7false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd8false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd9false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd11false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd12false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd13false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd14false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd15false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd16false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd17false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd18false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd19false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd21false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd22false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd23false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd24false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd25false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd26false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd27false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd28false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd29false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd31false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd32false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd33false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd34false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd35false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd36false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd37false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd38false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd39false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd40false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd41false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd42false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd43false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd44false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd45false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd46false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd47false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd48false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd49false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd50false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd51false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd52false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd53false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd54false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd55false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd56false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd57false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd58false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd59false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd60false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd61false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd62false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd63false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,978,215
Liabilities
$12,070,832
Net assets
$907,383
Revenue
$20,731,946
Expenses
$20,674,655
Net income
$57,291
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$35.0$32.7$2.31$67.5$68.2$0.72
2023Detailed filing. Detailed filing data is available for this year.$32.2$29.4$2.81$64.0$64.1$0.11
2021Detailed filing. Detailed filing data is available for this year.$27.3$24.1$3.25$50.3$50.1$0.17
2020Detailed filing. Detailed filing data is available for this year.$23.5$20.6$2.96$45.9$45.4$0.52
2019Detailed filing. Detailed filing data is available for this year.$24.2$21.7$2.48$44.1$43.5$0.69
2018Detailed filing. Detailed filing data is available for this year.$21.8$20.2$1.65$42.3$41.9$0.41
2017Detailed filing. Detailed filing data is available for this year.$19.3$18.0$1.28$36.2$36.1$0.05
2016Detailed filing. Detailed filing data is available for this year.$12.7$11.6$1.07$23.4$23.3$0.13
2015Detailed filing. Detailed filing data is available for this year.$13.0$12.1$0.91$20.7$20.7$0.06
2014Detailed filing. Detailed filing data is available for this year.$11.0$10.2$0.87$20.1$20.1$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.30$8.42$0.88$17.4$17.6$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.78$7.70$1.07$16.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.07$7.96$1.11$15.0